拉姆研究(LRCX)今日盘前大涨5.11%,引发市场关注。造成这一强劲股价表现的主因在于其最新一季度财报数据优异,下一季度业绩指引也表现出色。
拉姆研究公布的2025财年第二季度调整后每股收益为0.92美元,高于分析师预期的0.88美元,同比增长22.34%;营收达43.8亿美元,也超出预期的43.11亿美元,同比增长16.55%。值得一提的是,公司预计第三季度营收为46.5亿美元,正负3亿美元,调整后每股收益为1美元,正负0.1美元,均优于市场此前的预期。
拉姆研究业绩表现靓丽主要受益于人工智能芯片需求的持续增长。财报显示,公司突破性的EUV干式光刻胶技术已被一家领先的记忆芯片制造商采用。分析指出,人工智能快速发展将带动对先进节点、高端封装等芯片的大量投资,这对包括拉姆研究在内的半导体设备制造商将产生重大利好影响。投资者看好公司未来在人工智能浪潮中的广阔前景,从而助推公司股价大涨。
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